Yes Bank: Beware of Possible Saviors, Underweight State Bank of India’s AT1
If an India-headquartered bank is called upon to take-over all of Yes Bank (YES IN) (YESIN), an unlikely but possible outcome, debt investors in...
1k Views
India – Loan Seasoning
When bankers talk about loan seasoning, they are referring to when a loan is tried and tested in a downturn. Generally these are new loans done...
421 Views
IndusInd Bank – NPL Formation Doubling
Indusind Bank (IIB IN) is one of India’s fastest growing financials. This means that it has higher unseasoned loans than many. Where this occurs...
559 Views
IndusInd Bank’s Charge on Shareholder Funds: Obscurity Is the Best Policy?
In a stunning non-disclosure, Indusind Bank (IIB IN) conveniently neglected to reveal, in its 3QFY2020 results, that it had reduced shareholder...
422 Views
Asian Bank HY Credit Weekly: New Issuance and Asian Credit Spreads
Spread tightening continued apace as investors put money to work in the global new issue market while questioning the sustainability of recent...
507 Views